What Percentage of Your Retirement is
Pre-Tax, After Tax or Tax Free?

Find Out Now




Here's What You'll Learn...

  • How 401k plans shift responsibility onto you, the employee, and the tax costs from your 401k you’ll need to cover in your retirement.
  • The impact of taxation on your retirement and the income you can safely withdraw from your retirement accounts.
  • What SMART, the Strategic Movement Around Retirement Taxation®, may contribute to your retirement.

To learn what percentage of your retirement savings are Pre-TaxAfter Tax and Tax Free use the calculator below to receive your personalized tax diversification report.

Website and the information contained herein is not intended to be a source of advice or credit analysis with respect to the material presented, and the information and/or documents contained in this website do not constitute tax or investment advice.